+79.2%
VZ vs FLNC
-62.1%
+141.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -8.3% | +7.0% | -1.4% |
| 7D | -1.0% | -4.2% | +3.2% | -1.0% |
| 30D | +5.8% | -20.0% | +25.8% | +5.5% |
| 3M | +10.5% | -56.9% | +67.4% | +9.7% |
| 6M | +1.8% | -35.5% | +37.3% | +1.4% |
| YTD | +28.3% | -48.8% | +77.1% | +27.5% |
| 1Y | +22.0% | +49.3% | -27.3% | +20.9% |
| All | +79.2% | -62.1% | +141.4% | +76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded FLNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling